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Customers : How to create a flag

This article contains step-by-step instructions on how to set a new flag for customers.

Step-By-Step:


Step 1: Select the  CUSTOMERS module from the module navigation menu. Next, select  Customer from the left side of the window. The system will show existing customers in the  ALL CUSTOMERS window. 
 
 
Step 2: To set a flag for a new customer click on the  Add Customer button. The system will generate a new  ADD CUSTOMER window. Fill in all the necessary info in the  GENERAL INFO and  MEMBER INFO.
 

Step 3: Select  SET FLAG under the  General tab. Input all the necessary info, then click on the  Add Flag button.  The flag created will be set to the customer.
 
 
Step 4:  To set a flag for an existing customer, click  View/Edit from the existing customer's  ACTION section. The system will open a customer window. Select the  SET FLAG tab under the  General tab .  Fill in the necessary info, then click the  Add Flag button. A flag will be set for the customer.